Inter Advisors offers customized investment advice to individuals and businesses, either with or without the authority to make trades without asking first. Inter gathers your financial information to create a plan tailored to your goals. They monitor and rebalance portfolios, using research to inform investment decisions and manage risk. They typically use equities, fixed income, mutual funds, ETFs, alternative investments, and cash equivalents.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Inter Advisors' investment advisory fees range from 0.20% to 2.50% annually, depending on the investment strategy's complexity and the size of your account. Larger or less complex accounts may have lower fees. More complex accounts may be charged higher fees. Fees are negotiable.
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